Strategic Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $834K | Buy |
+2,605
| New | +$834K | 0.07% | 169 |
|
|
2024
Q4 | $819K | Buy |
2,493
+396
| +19% | +$130K | 0.07% | 163 |
|
|
2024
Q3 | $590K | Buy |
2,097
+270
| +15% | +$76K | 0.06% | 187 |
|
|
2024
Q2 | $474K | Buy |
1,827
+62
| +4% | +$16.1K | 0.05% | 201 |
|
|
2024
Q1 | $441K | Buy |
1,765
+107
| +6% | +$26.8K | 0.05% | 204 |
|
|
2023
Q4 | $373K | Buy |
1,658
+35
| +2% | +$7.87K | 0.05% | 210 |
|
|
2023
Q3 | $370K | Buy |
1,623
+36
| +2% | +$8.21K | 0.05% | 226 |
|
|
2023
Q2 | $348K | Sell |
1,587
-56
| -3% | -$12.3K | 0.05% | 233 |
|
|
2023
Q1 | $314K | Buy |
1,643
+47
| +3% | +$8.99K | 0.05% | 210 |
|
|
2022
Q4 | $301K | Buy |
1,596
+21
| +1% | +$3.96K | 0.06% | 208 |
|
|
2022
Q3 | $270K | Buy |
1,575
+3
| +0.2% | +$514 | 0.06% | 231 |
|
|
2022
Q2 | $256K | Sell |
1,572
-143
| -8% | -$23.3K | 0.06% | 209 |
|
|
2022
Q1 | $299K | Buy |
1,715
+480
| +39% | +$83.7K | 0.06% | 208 |
|
|
2021
Q4 | $210K | Buy |
+1,235
| New | +$210K | 0.04% | 268 |
|